Erste Towarzystwo Funduszy Inwestycyjnych S.A. has filed a Form 13F-HR disclosing its equity securities portfolio as of June 30, 2026. The filing, signed by CEO Marcin Groniewski, reports a total of 33 distinct holdings.

The largest position in the portfolio is Microsoft Corporation, which comprises 67,129,798 shares. This is followed by NVIDIA Corporation with 46,963,124 shares. The third-largest holding is Taiwan Semiconductor Manufacturing Company Sponsored ADSs, with 11,764,459 shares.

Other significant holdings include Alibaba Group Holding Ltd Sponsored ADSs (1,374,512 shares), MercadoLibre Inc (5,413 shares), and Netflix Inc. (122,460 shares). The filing lists the sole voting and dispositive power for all positions as held by Marcin Groniewski.